# Karena Zhu

Karena Zhu is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with DESTINATION WEALTH MANAGEMENT.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DESTINATION WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/110365) | 2025-04-04 | present | Yes |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2024-05-15 | 2025-01-07 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2021-12-13 | 2024-04-10 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2020-06-23 | 2021-11-16 | — |
| [HSBC SECURITIES (USA) INC.](https://search.stillhousedata.com/firm/19585) | 2020-01-06 | 2020-06-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6276048)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6276048.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.